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Plan News

We want to let you know that you can now deposit checks into your 529 account using your mobile device! No more stamps, no more driving, no more waiting in line. It’s fast, it’s safe, and best of all – it’s free. Just snap a photo of the check with your iPhone®, iPad®, or Android™ phone or tablet to make deposits directly into your U.Fund 529 account.

Tell us your specific savings goals and how much you intend to contribute to your plan. We'll tell you how much you'll need to save to meet those
goals and how that might vary depending on the account you select.

Get 2% of your purchases deposited directly into your college savings account.

The U.Fund College Investing Plan is offered by MEFA and managed by Fidelity Investments. If you or the designated beneficiary is not a Massachusetts resident, you may want to consider, before investing, whether your state or the designated beneficiary's home state offers its residents a plan with alternate state tax advantages or other benefits.

Units of the Portfolios are municipal securities and may be subject to market volatility and fluctuation.

Please carefully consider each Plan's investment objectives, risks, charges, and expenses before investing. For this and other information on any 529 College Savings Plan managed by Fidelity, contact Fidelity for a free Fact Kit, or view 529 Fact Kit online. Read it carefully before you invest or send money.

The "Estimated Underlying Fund Expenses" are based on a weighted average of the expenses of the mutual funds before reductions in which the portfolio invests as of June 30, 2013. The underlying mutual fund expense data was obtained from each fund's most recent financial statement.

2

The "Program Manager Fee" is the percentage of net assets paid to Fidelity by the trust for performing services for the U.Fund College Investing Plan and is currently at an annual rate of 0.045%.

3

The "State Fee" is the percentage of net assets retained by the trust and is currently at an annual rate of 0.045%.

4

The "Miscellaneous Fee" represents any other type of fee or expense imposed by the U.Fund College Investing Plan.

5

The "Total Annual Asset-Based Fee" illustrates the total fees assessed against net assets annually. Please refer to the "Hypothetical $10,000 Investment Cost Chart" in the Fact Kit to review the impact of fees and expenses on a hypothetical $10,000 investment over 1-, 3-, 5-, and 10-year periods.

6

The "Annual Account Maintenance Fee" is the annual fee deducted from an account balance each year. The U.Fund College Investing Plan does NOT assess an annual account maintenance fee.